Experienced
team

Investing, updated. Investors aren’t all the same, and neither are investment firms. Located near the historic Third Ward of Milwaukee, Cream City Investment Services was created to reach a group of investors who may not be well-served today: executive-track professionals and managers, creative entrepreneurs, and young families. With today’s investment environment more complicated than ever, we aim to simplify our clients’ investment process while creating an effective strategy to fit their needs and risk tolerance.

Cream City Investment Services is a division of Diversified Management Inc. (DMI), a financial services firm for high net worth individuals. Our goal in establishing Cream City Investment Services was to make the investment knowledge and personalized service of DMI available to a broader range of investors.

Utilizing the investment research of DMI, Cream City Investment Services has assembled eight model portfolios, covering a spectrum of risk and return profiles. Matching you with the portfolio that best meets your goals simplifies the investment process, yet gives you the same sophisticated insights available to the high net worth clients of DMI.

At Cream City Investment Services, we believe that working with an investment firm should be a comfortable fit. Consequently, we’ve built our products and services around the needs of aspiring investors in southeastern Wisconsin. Like the distinctive buff-colored brick that inspired our firm’s name, Cream City Investment Services was made for Milwaukee.

Garren Agle, CFP®

Director of Operations, Financial Advisor


Garren AgleDirector of Operations, Financial Advisor

Garren has been with Cream City Investment Services (CCIS) since its beginning and has held various positions in the financial services industry since 2004. Garren’s primary responsibilities include developing, implementing and maintaining long-term financial strategies for all CCIS clients. In addition, he helps clients create and refine their financial goals and works with them to develop plans to accomplish those goals most quickly and effectively.

Garren graduated from the University of Wisconsin – Whitewater in 2003 with a Bachelor of Business Administration (BBA), majoring in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association (FPA).

Garren and his wife, Kim, were married in 2007 and live in Menomonee Falls. Away from the office, Garren enjoys chasing his young sons, building furniture, staying active and taking long, self-guided tours of local golf courses.